THE SHORT BEAR (@TheShortBear) / X

THE SHORT BEAR

25.7K posts

THE SHORT BEAR

@TheShortBear

Market Wizards | Contrarian stoic trader and long term investor | since 2013 | Tweets are purely for entertainment purposes and not investment advice

linktr.ee/theshortbear

Born June 1

Joined May 2015

Pinned
THE SHORT BEAR
@TheShortBear
Jun 5
Update. As we get closer to the Market Wizards book release, I wanted to provide some insights and updates as to what I have been working on. First I understand most of you have been following along for multiple years for active stock trading, so I wanted to talk to you first.
59K
THE SHORT BEAR
@TheShortBear
Jan 24, 2025
DeepSeek seems to have created a panic moment within the biggest companies and it should alarm investors. Costs: •2,048 Nvidia H800 GPUs: $40-50million •Training: $5million If all it takes to beat OpenAI is a maximum of $55million, the industry is becoming commoditized way
1.6M
THE SHORT BEAR
@TheShortBear
Jan 25, 2025
AI bubble popped? If the DeepSeek results are truly real, NVIDIA could find itself in a situation eerily similar to what Cisco faced after the dot-com bubble burst in the early 2000s. During the bubble, Cisco was a dominant supplier of networking equipment, riding a wave of
1.2M
THE SHORT BEAR
@TheShortBear
Mar 2, 2025
Incredible amount of leverage insider buys on $BTC prior to the crypto reserve news. Highly criminal.
395K
THE SHORT BEAR
@TheShortBear
Apr 9, 2025
$QQQ 450$ calls. 0.01 to 17$ 10k into $17mil
726K
THE SHORT BEAR
@TheShortBear
Oct 24, 2022
Natural gas in Europe just turned negative today after its highest price only a few months ago. Incredible job replenishing the inventory. They did not mess around.
THE SHORT BEAR
@TheShortBear
Sep 17, 2025
Whenever a major investor and historical outperformer puts all his eggs in one basket, it’s at least a good idea to explore the idea.
Squawk Box
00:00
Squawk Box
1M
THE SHORT BEAR
@TheShortBear
Aug 23, 2023
Stanley Druckenmiller Drunckemiller just made $46,115,000 today and +$299,368,632 this year from $NVDA. He was the first investor to jump on $NVDA and the AI bandwagon.
720K
THE SHORT BEAR
@TheShortBear
Jun 3, 2024
Let me get this straight. Kitty was long 120k contracts of the June 21st calls. He could have sold at about 15 or call it even VWAP or $12.7. That would have netted him +$84,295,200. Instead he now has to gamble for $GME to be over $25.67 by June 21st to even make money.
1.3M
THE SHORT BEAR
@TheShortBear
Mar 5, 2024
My Path This is the first hot market I have missed in 6 years I think. I was gone on vacation for 1 month and really thought about the way I want to approach trading and my life path going forward. __ The result: I do not want to be actively trading anymore. I do not want the
1.4M
THE SHORT BEAR
@TheShortBear
Mar 15, 2023
Burry made a good point. 2008 was a solvency crisis, what we witnessed over the past week is a liquidity crisis. While most compare this episode with 2008, I believe that the best comparaison is actually 1907. -- Crisis of 1907: The Panic of 1907 was a financial crisis set
922K
THE SHORT BEAR
@TheShortBear
Feb 23, 2025
The first cracks in the AI thesis are starting to emerge. $MSFT
525K
THE SHORT BEAR
@TheShortBear
Feb 24, 2025
Steve Cohen bearish for one of the first times in years.
Michael Fritzell (Asian Century Stocks)
00:00
Michael Fritzell (Asian Century Stocks)
629K
THE SHORT BEAR
@TheShortBear
Sep 24, 2023
If 1987 is to happen again, next week should be it. Structurally it’s a different world, but these types of events only rhyme. Scary proposition I see all over Twitter this weekend.
947K